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Planned Solutions’s Royal Caribbean RCL Stock Holding History

Planned Solutions’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-400
Closed -$70.9K – 509
2024
Q3 		$70.9K Buy
+400
New +$64.8K 0.03% 259
2024
Q1 		– Sell
-400
Closed -$51.8K – 438
2023
Q4 		$51.8K Buy
+400
New +$40.8K 0.02% 280
2021
Q1 		– Sell
-300
Closed -$22K – 325
2020
Q4 		$22K Hold
300
– – 0.02% 277
2020
Q3 		$19K Buy
+300
New +$17.7K 0.02% 219

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's RCL Position: Q4 2024 in Review

Planned Solutions sold out of Royal Caribbean (RCL) in Q4 2024, closing a stake of 400 shares — an estimated $70.9K sold.

Planned Solutions first reported a position in RCL in Q3 2020 and held it in 4 quarters. The position peaked at $70.9K in Q3 2024. 1,038 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

  • Planned Solutions reported no remaining Royal Caribbean position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 400 Royal Caribbean shares in Q4 2024, an estimated $70.9K.
  • Planned Solutions first reported a position in Royal Caribbean in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Royal Caribbean position peaked at $70.9K in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.